Brittany Ashcraft is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with Harvest Financial Group since 2012. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm provides financial planning, consulting, portfolio management, and fiduciary services, utilizing a combination of project-based planning, asset management, and access to third-party manager programs.

Bryce Grahn is a financial advisor at LexAurum Advisors with a Series 65 designation and two years of industry experience. Prior to joining LexAurum in 2023, he worked at Salt Fork Fencing & Construction and Herring Bank, and also has experience in academic settings at Pittsburg State University and Southwestern College. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a standardized managed-account program offering multiple risk-based models, utilizing low-cost ETFs and other investment vehicles tailored to client needs.

Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions with both discretionary and non-discretionary strategies, operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is affiliated with UMB Bank, which supports its fixed-income and municipal advisory services.

Michael Russell is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with IHT Wealth Management since 2017 and has longstanding affiliations with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach that combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisory-enhanced algorithmic options through a network of 153 investment adviser representatives.

Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.

Stephen White is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Edward Jones. Outside of his advisory work, he is involved in residential real estate sales, assisting clients in buying and selling homes. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining discretionary and non-discretionary portfolio management options.

Jack O'Brien is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and six years of industry experience. His work history includes roles at ChangePath, LLC, Creative One, and the University of Missouri Columbia. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.

Lance Sparks is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Market Synergy Group since 2014 and Creative One Marketing Corporation since 2013, serving in leadership and strategic roles. Outside of advisory work, he is an investor in Dakota Shy Winery in Napa, California. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies.

Ian Trembly is a financial advisor at On Investment Management CO with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. He was also involved with Olathe Youth Baseball for over a decade. On Investment Management CO (ONIMCO) is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charities, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and primarily non-discretionary client accounts.

David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012 and is also an owner and advisor at Benchmark Financial Group. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary platforms and external money managers.

Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Nancy Lott is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Stonex Group Inc, Stonex Financial Inc, and Waddell & Reed, Inc. Nancy is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios managed by an Investment Committee with integrated tax and accounting services, offering capabilities that include alternatives, digital assets, and employer financial-wellness tools.

Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

James Tinsley is a financial advisor at Mariner with 15 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes nine years at Two West Capital Advisors and seven years at Mariner Wealth Advisors before joining Mariner Institutional. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with offerings that include alternatives, structured notes, and digital assets, alongside integrated tax and accounting services.

Grace Smith is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 credentials and seven years of industry experience. She has worked at Empower Advisory Group since 2026 and previously held positions at GWFS Equities, Elite Human Capital, Cosentino's Market, and Price Chopper. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning.

Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Peter Zhang is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes positions at Shamrock Trading Corporation, UMKC, and Olathe East High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives, supplemented by tailored tax and private market investment options.